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CIK: 0002036517
Total reported value
$380.5M
$380.5M
32 檔
46.3%
During the Q4 2024 filing period, Luminvest Wealth Management LLC (CIK: 0002036517) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $380.5M across 32 reported positions.
During Q4 2024, Luminvest Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 29.11% | +1.67% | +6.09% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 16.82% | +0.57% | +9.07% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 9.89% | +0.78% | -1.02% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 8.81% | +0.76% | +16.83% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.48% | -0.55% | +8.58% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 6.03% | -0.72% | +7.44% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.73% | -0.99% | +8.68% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.62% | +0.31% | +0.27% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.96% | -0.31% | +4.07% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.92% | +0.23% | — | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.69% | -0.14% | -5.20% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.25% | -0.01% | +0.34% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | -0.37% | -5.80% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.54% | +0.03% | -0.01% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.31% | EXIT | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.47% | -0.21% | +0.03% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 0.40% | -0.02% | +0.07% | |
| 18 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.38% | — | -0.01% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.30% | +0.01% | -17.99% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.30% | +0.02% | — | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.28% | — | +107.90% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.06% | +1.81% | |
| 23 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.26% | -0.11% | EXIT | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | +0.02% | — | |
| 25 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.23% | +0.01% | +1.26% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | -0.01% | +66.82% | |
| 27 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.15% | +0.12% | — | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.12% | — | — | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | -0.10% | EXIT | |
| 30 | INTU | Intuit Inc | Stock-Tech | 0.10% | — | — | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | -0.05% | -18.24% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.08% | +0.01% | — |
According to official SEC Form 13F filings, Luminvest Wealth Management LLC reported a total U.S. public equity portfolio value of $380.5M across 32 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VXUS, VEU) accounted for 46.3% of total reported equity market value during Q4 2024.
During Q4 2024, Luminvest Wealth Management LLC's top holdings by market value included VTI (29.1%)、VXUS (16.8%)、VEU (9.9%). The largest single position, VTI, represented 29.1% of total portfolio value.
In Q4 2024, Luminvest Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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